Corporate Retirement Plans

Recent Events

Please check back soon for upcoming event dates.

AGD2017

Fraud in Your Dental Practice: How to Reduce Your Risk and Your Losses

Many employees come in contact with the pressure to commit fraud, can rationalize that their dishonest actions are okay and, to top it off, are given the opportunity because of gaps within a company’s internal controls. This ultimately allows them to follow through with their dishonest actions. Doug Fettig will be speaking to dentists about how a well-thought-out fraud prevention strategy and a strong tone at the top can aid in protecting your business.

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The Numbers That Matter: Benchmarking Your Dental Practice?

This course by Doug Fettig will help you sift through all of your practice data to identify the measurements that truly matter and provide you with the benchmarks in key financial and operational areas. In addition, you will understand the common reasons why dental practices fall short of benchmarks and leave with specific tools, checklists and steps that can help your practice achieve your benchmarking goals, thereby increasing your productivity and profitability.

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The Business Side of Dentistry: What Every Dentist Should Know

Doug Fettig will be speaking to dentists about the power of tax incentives to help them grow their practices, as well as retirement plans and tools that will help them retire when they would like, with the lifestyle they desire.

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How to Avoid Associate/Partner Pitfalls and Steps to Ensure a Succesful Practice Sale or Purchase

This course by Doug Fettig will outline the steps you should take to help ensure a successful marriage between a partner and associate. You will understand the common pitfalls and oversights that will doom an associate or a partnership arrangement, from both perspectives. You will leave with a checklist of critical steps in preparing your practice for a sale or purchase, as well as a checklist of agreements and terms that every transaction should include.

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Choosing the Right Retirement Plan and Avoiding Common Investment Mistakes (AKA How to Retire When You Want and Live the Life You Want)

This course by Doug Fettig will discuss the current state of retirement readiness in dentistry (hint: it could be better) and provide the primary reasons why many dentists can’t retire when they would like. You will leave with an understanding of the basic retirement plans and why your plan should change several times over the life of your practice. You will also gain an understanding of the most common investment mistakes and how to avoid them, as well as tools to help you determine your retirement readiness.

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The Business Side of Dentistry: What Every Dentist Should Know

Doug Fettig will be speaking to dentists about the power of tax incentives to help them grow their practices, as well as retirement plans and tools that will help them retire when they would like, with the lifestyle they desire.

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Dental Practice Solutions

The Business Side of Dentistry: Your Game Plan for Success

Doug Fettig will be speaking to dentists about the power of tax incentives to help them grow their practices, as well as retirement plans and tools that will help them retire when they would like, with the lifestyle they desire.

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Pacific Northwest Dental Convention

The Business Side of Dentistry: What Every Dentist Should Know

Doug Fettig will be speaking to dentists about the power of tax incentives to help them grow their practices, as well as retirement plans and tools that will help them retire when they would like, with the lifestyle they desire.

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Some Day You Will Do a Dental Transition – Are You Ready? Do You Have a Plan?

This presentation by Doug Fettig will provide you with a checklist of must-do items when considering becoming an associate or partner, welcoming an associate or partner to your practice, or selling your practice. Along with important dos and don’ts in the process, this presentation will illustrate the different practice advisors you want to incorporate to ensure that agreements you sign will result in a positive transition for you and/or your practice.

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Henry Schein Presentation

The Business Side of Dentistry: What Every Dentist Needs to Know

Doug Fettig will be speaking to dentists about the power of tax incentives to help them grow their practices, as well as retirement plans and tools that will help them retire when they would like, with the lifestyle they desire.

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Date: Friday, May 5, 2017Location: WAGD Training Center, Seattle

WAGD Workshop: Managing Multi-Generational Wealth

Join us to learn basic estate and tax planning strategies to make the passing of wealth easier for you and your loved ones. Aldrich Wealth will host an educational and networking breakfast with the Washington Academy of General Dentistry at our Bellevue office.

Location:

Please RSVP:

Aldrich’s Doug Fettig explains business concepts and simple tools that you can implement to maximize the potential of your practice. By incorporating a written plan to guide your practice (and your life), you will discover the power of investing in 3D technology to take your practice to new heights, while building a retirement plan to ensure the ending you desire. Important tax concepts will be explained in everyday language to help you understand the ways in which tax incentives can be aligned to help you grow your practice.

You will walk away from this presentation with the tools you need to change how you see your practice, including how to:

Identify the critical building blocks of every successful practice

Understand business tax concepts essential to leading your practice

Increase practice cash flow and future growth potential

Take simple but effective actions to help ensure your successful retirement

Investing for Dentists: How the Current Economic and Political Events are Affecting Your Portfolio

Join us for a discussion about investing and the effects on your portfolio at the WAGD’s new education center. Our featured keynote speaker is Darin Richards, Aldrich Wealth’ Chief Investment Officer, who is a frequent contributor to CNBC. Along with the presentation, you will learn about and have access to:

Common pitfalls when investing as a dentist

Access to wealth advisor professionals to review your current portfolio

Time with dental practice management consultants to help you identify gaps in your practice

Featured Speaker:

As Chief Investment Officer, Darin Richards is responsible for developing, and implementing our investment philosophy and leading Wealth Advisors Investment Committee. He works directly with some of our most complex and largest clients and also co-manages the Private Wealth (investments, tax planning, and financial planning) team.

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2016 Joint National Conference on Advancing Hispanic Health: The Next 20 Years

Have you wanted to invest in your dental or medical practice but are unsure how? Do you want to give your office a makeover? Do you feel like you have enough saved to retire 20, 30 or 40 years from now? Join us for a discussion of these key topics and how they will affect your practice:

Retirement plan opportunities in 2016

Key tax legislation that affects you today

Tax advantages to investing in your practice

Dollars and sense – investing wisely

Key performance indicators in your practice

Buying and selling practices in the current market

Featured Speaker:

Doug Fettig, Dental Consultant, will be speaking at the HDA and NHMA’s joint national conference which brings together experts from across the nation to share their multi-disciplinary experiences in improving health care delivery for Hispanic populations.

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WAGD Workshop: The Business Side of Dentistry

Every segment of our economy today is facing stiff headwinds, and it is not clear that an end is in sight. Many dentists are reporting a drop off in business, yet a significant number are managing to grow their practices during this challenging time. While the economic climate is outside of our control, it’s important to step back and take a look at the trends in the dental profession in order to formulate a proactive approach to preserving and growing one’s practice. This workshop will cover:

Trends impacting dentistry

Trends in ownership (solo vs. partnership vs. group)

Student debt load and the impact on young dentists

Developing a plan for your practice

Key performance indicators

Fraud and embezzlement in dental practices

Tax advantages of investing in your practice

Retirement planning

Practice transitions

Individual wealth management

Breakout sessions throughout the workshop allow you to meet one-on-one with Aldrich CPAs, wealth advisors and business consultants. For tuition or to register, click here. For the course outline, click here.

Featured Speaker:

Doug Fettig, Dental Consultant, has over two decades of experience as a CPA and a finance professional, providing him the unique ability to understand dentists’ needs and help them grow efficient and profitable practices.

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The Business Side of Dentistry with First Citizen’s Bank

Our firm will be hosting a joint seminar with First Citizen’s Bank in Lake Oswego, Oregon. Join us for a discussion of the business side of dentistry, including the tax benefits of investing in your practice and your retirement.

Contact Doug Fettig at dfettig@aldrichadvisors.com for more details on how you may attend as a complimentary guest. Any and all dentists are welcome. A hot breakfast will be provided.

Your featured speakers include:

The Business Side of Dentistry: Investing in You, Investing in Your Dental Practice

Have you wanted to invest in your practice but not sure how? Did you want to give your office a makeover? Do you feel like you have enough saved to retire 20, 30 or 40 years from now? Join us for a discussion on these key topics and how they will affect your dental practice:

Retirement plan opportunities in 2015

Key tax legislation that affects you today

Tax advantages to investing in your practice

Dollars and sense – investing wisely

Key performance indicators in your practice

Buying and selling practices in the current market

Our firm will be hosting an event in Anchorage, Alaska. Contact us at dental@aldrichadvisors.com for more details on how you may attend as a complimentary guest.